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Solutions / Consulting / Mergers & Acquisitions

CONSULTING · MERGERS & ACQUISITIONS 

Independent M&A advice for financial services businesses

Whether you are buying, selling,

merging or planning succession, we advise you from your side of the table, with no ties to any buyer, product house or consolidator.

WHY IT MAKES A DIFFERENCE

A deal that still works long after it is signed

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LEAD PARTNER

Marc du Plooy

Director and Head of Mergers & Acquisitions

Consolidation in South African financial services has created real opportunity for buyers and sellers alike, and real risk with it. Price is only one measure of a good deal: fit, structure, terms and the continuity of client relationships decide whether it delivers what it promised.

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Our advice draws on hands-on experience of acquisitions, mergers and succession inside regulated financial services businesses, and on an understanding of both the commercial and the human realities behind every transaction.

WHERE WE HELP

On whichever side of the deal you sit

Buying

Acquisition strategy, the right targets, due diligence, valuation and negotiation, through to integration.

Selling & Succession

Preparing the business well ahead of time, independent valuation, the right buyer or successor, and terms that protect what you have built.

Merging

Assessing the partner and the combined business, structuring the deal, and planning an integration that keeps clients and people.

FSP VALUATION CALCULATOR

What is your business worth?

Our FSP Valuation Calculator gives owners of financial planning businesses an indicative value. It is a starting point for a conversation about building that value and, when the time comes, realising it.

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Every transaction begins with a confidential conversation

Start

Whether a deal is months or years away, the earlier we talk, the more options you have. 

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